Inman Jager Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Inman Jager Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Hold	4,871	–	–	0.21%	69
2026 Q1	$402K	Hold	4,871	–	–	0.24%	65
2025 Q4	$403K	Hold	4,871	–	–	0.25%	68
2025 Q3	$404K	Hold	4,871	–	–	0.26%	65
2025 Q2	$404K	Hold	4,871	–	–	0.27%	63
2025 Q1	$403K	Buy	4,871 +306	+7%	+$25.2K	0.3%	63
2024 Q4	$374K	Buy	+4,565	New	+$375K	0.29%	66

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Inman Jager Wealth Management's SHY Position: Q2 2026 in Review

Inman Jager Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4,871 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #69.

Inman Jager Wealth Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Inman Jager Wealth Management held 4,871 shares of iShares 1-3 Year Treasury Bond ETF worth $400K as of Q2 2026.
Inman Jager Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Inman Jager Wealth Management's portfolio in Q2 2026, its #69 holding.
Inman Jager Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Inman Jager Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $404K in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.